In the first four months of 2026, Bitcoin dropped ~12% while top publicly listed mining stocks surged 25-73%. Terawulf led with 73.58% gains, driven by $12.8 billion in AI/HPC contracts, signaling a sector-wide pivot to AI infrastructure.
In 2026, top Bitcoin mining stocks surged 25-73% YTD while BTC dropped 12%. The divergence is driven by massive AI and HPC contracts. Terawulf gained 73% after securing $12.8B in committed revenues from hyperscalers.
Bitcoin fell about 12% in early 2026, but major listed miners rose sharply as investors rewarded AI and HPC infrastructure contracts over pure mining exposure.
President Trump's sweeping new tariffs triggered an 8% plunge in Bitcoin, with Ethereum and XRP falling over 5%. Experts warn of extended uncertainty, comparing the current situation to the 2022 bear market, and see $71k as the next support.
Trump’s new tariffs triggered a broad sell-off across crypto markets. Bitcoin fell 8%, major altcoins dropped over 5%, and total crypto market capitalization declined 3.8%. Crypto-related stocks including Coinbase, MSTR, and mining firms also posted sharp losses.
Bitcoin rose to $75,900, its highest level since the Feb. 5 crash to $60,000. Improving risk sentiment, falling oil prices and gains in tech and crypto-related stocks helped fuel the move, while $76,000 is seen as the next major resistance level.
Bitcoin climbed to $75,900, its highest level since the Feb. 5 drop to $60,000. Risk-on sentiment, falling oil prices, stronger crypto stocks, and ether outperformance supported the rebound, while $76,000 now stands as the key resistance to watch.
In the first four months of 2026, top publicly listed Bitcoin miners saw stocks surge 25–73% while BTC fell 12%. Terawulf leads with 73.58% gains, locking $12.8B in AI/HPC deals. The sector is re-rating as data center operators, not miners.
